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EVM

Eaton Vance California Municipal Bond Fund

Delisted

EVM was delisted on the 24th of October, 2025.

42 hedge funds and large institutions have $43.1M invested in Eaton Vance California Municipal Bond Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

27% more capital invested

Capital invested by funds: $33.9M → $43.1M (+$9.15M)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

8% more funds holding

Funds holding: 3942 (+3)

4.08% more ownership

Funds ownership: 15.42%19.49% (+4.1%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.87M +$67.1K +6,515 +1%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$4.86M +$1.51M +146,347 +45%
WAM
3
Wolverine Asset Management
Illinois
$2.87M +$608K +58,968 +27%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.76M +$888K +86,195 +48%
MC
5
Matisse Capital
Oregon
$2.65M +$1.67M +162,171 +173%
KIM
6
Karpus Investment Management
New York
$2.4M +$2.16M +209,198 +855%
UBS Group
7
UBS Group
Switzerland
$2.33M -$69.2K -6,711 -3%
Morgan Stanley
8
Morgan Stanley
New York
$1.96M +$289K +28,021 +17%
AAM
9
Advisors Asset Management
Colorado
$1.95M -$1.15M -111,716 -37%
Invesco
10
Invesco
Georgia
$1.7M -$501K -48,613 -23%
RCM
11
Robinson Capital Management
Michigan
$1.65M +$648K +62,900 +65%
RCM
12
Rivernorth Capital Management
Florida
$1.58M +$1.58M +152,960 New
CRC
13
Curi RMB Capital
Illinois
$1.49M -$138K -13,343 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.24M +$20.4K +1,983 +2%
LCM
15
Landscape Capital Management
New Jersey
$844K +$123K +11,919 +17%
Wells Fargo
16
Wells Fargo
California
$802K -$83.3K -8,082 -9%
MIG
17
Mariner Investment Group
New York
$775K +$773K +75,000 New
BPCM
18
Beach Point Capital Management
California
$767K +$765K +74,238 New
SG Americas Securities
19
SG Americas Securities
New York
$543K -$190K -18,424 -26%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$504K +$208K +20,212 +71%
Bank of America
21
Bank of America
North Carolina
$500K +$76.3K +7,407 +18%
VCM
22
Vivaldi Capital Management
Illinois
$416K -$41.5K -4,029 -9%
Walleye Trading
23
Walleye Trading
New York
$254K +$8.24K +800 +3%
DA
24
Doliver Advisors
Texas
$223K -$20.5K -1,987 -8%
Lido Advisors
25
Lido Advisors
California
$212K

EVM Hedge Fund Activity: Q2 2018 in Review

42 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2018, worth a combined $43.1M — up 27% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVM positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.16M. The largest seller was Advisors Asset Management, cutting an estimated $1.15M.

  • 42 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2018, up from 39 in Q1 2018.
  • Funds reported $43.1M of Eaton Vance California Municipal Bond Fund stock for Q2 2018, up 27% quarter-over-quarter.
  • 7 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2018 and 4 closed out, a net change of +3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2018 was Karpus Investment Management, an estimated $2.16M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2018 was Advisors Asset Management, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2018.